About Us
GET TO KNOW US
Our team brings together years of experience across investment management, estate and legacy planning, business advisory, and risk management. We serve as trusted partners to individuals, families, and business owners—helping them navigate complexity with clarity and confidence. Grounded in expertise and driven by purpose, we collaborate to design personalized strategies not only focused on your financial goals, but also support agreater vision for lasting impact.
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Brett Belliston
Founder, Managing Partner
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Zeb Lowe
Managing Partner
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Ryan M. Bohm
Managing Partner
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Eric Barlow
Founder Partner
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Tanner Dance
Partner, Chief Investment Officer
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Casey Monsen
Partner
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Austin Scott
Wealth Advisor
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Quinn Longhurst
Associate Advisor
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Ginger Harris
Wealth Advisor
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Jenny Lund
Client Relations Specialist
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Shelly Brimley
Client Relations Specialist
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Meg Gillman
Executive Assistant
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Courtney Valdez
Chief Compliance Officer
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Abby Granley
Client Relations Specialist
CORE VALUES
01.
integrity
We earn trust through honesty, transparency, and doing what’s right—always.
02.
loyalty
We are unwavering in our commitment to our clients. They know we’ll show up, follow through, and fiercely advocate for their best interests.
03.
accountability
We take full ownership of our actions and results—delivering excellence with consistency and care.
04.
empathy
We listen deeply, understand personally, and lead with compassion—because true guidance starts with connection.
05.
purpose
We operate with intention. Every strategy is aligned with what matters most to our clients—their goals, values, and legacy.
06.
EXCELLENCE
We hold ourselves to the highest standards. We pursue precision, discipline, and continuous improvement in everything we do.
our mission
To bring structure to complexity and intention to wealth —supporting families as they plan for the long-term impact of their financial successes.
charities
At Andina Advisors, philanthropy is more than a gesture, it’s a reflection of our values. We are proud to support a diverse group of charitable organizations that align with the causes our firm and our clients care deeply about. Through strategic giving and hands-on service, we strive to create lasting impact where it matters most. Because building a legacy isn’t just about wealth, it’s about strengthening the communities we’re part of.
